Relationship Manager (Financial Technology - Partner Success)

About the Role

The Relationship Manager is pivotal in DriveWealth’s strategic growth and expansion. This role is responsible for the direct management and optimization of a portfolio of partner relationships, ensuring their commercial health, operational stability, and long-term retention throughout the post-sales lifecycle.

What You’ll Do

• Execute on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book.
• Act as a critical conduit for capturing the partner voice and structured requirements.
• Trade monitoring and support for Asia-related trading activities—proactively monitor trading flows, flag operational anomalies, and escalate issues to appropriate teams to ensure seamless execution for our Asia partnership base.
• Provide comprehensive trade support and operational assistance—including trade confirmation processing, settlement coordination, and troubleshooting to support both Relationship Manager coverage and broader Asia trading operations.
• Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap and ensure platform evolution aligns with high-value commercial opportunities.
• Customer Focus: Shape, define, and elevate our approach to delivering success to our global partner base, ensuring exceptional post-sales experiences and high-touch engagement throughout their lifecycle with DriveWealth.
• Strategic Partnership Development: Cultivate robust relationships with assigned partners, serving as their primary point of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners’ needs at scale.
• Cross-functional Collaboration: Collaborate closely with internal teams, including sales, finance, product, technology, and operations, to develop cohesive strategies that prioritize partner success and drive revenue growth.
• Executive Relationship Management: Build and nurture executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives.
• Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners, advocating for their needs and marshaling resources to support them while aligning with DriveWealth’s overarching vision.
• Team Collaboration: Foster a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.

What You’ll Need

• 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry.
• 5-10 years of trade support experience.
• Proficiency in program management, with a demonstrated ability to quickly adapt to and leverage new technologies.
• Fluency in Mandarin and English (written and verbal) required. Fluency in Cantonese preferred.
• Strong time management abilities with the capacity to prioritize and manage multiple partner engagements concurrently.
• Client-centric mindset with a passion for understanding clients’ organizations, priorities, and sources of value.
• Proven problem-solving skills and meticulous attention to detail.
• Ability to collaborate effectively with cross-functional teams and external partners.
• Proactive, self-motivated, and capable of working independently while taking ownership of client relationships.